Podcast Episodes
Back to SearchApproaching a GenAI Plateau? 11/11/24
Traffic to ChatGPT is booming, now ranked the 8th most-visited website worldwide, according to Similarweb. But its incredible rise comes right as con…
1 year, 4 months ago
Why AI’s Next Phase Could Break Nvidia’s Moat 11/8/24
The next phase of AI development involves inference, the stage in which the models that have been trained are applied and generate responses. There, …
1 year, 4 months ago
Gig Economy and Ride-sharing Under Trump 11/7/24
The incoming Trump administration and Elon Musk’s role in it could be a new catalyst in the equation of how robotaxis will impact ridesharing. Lyft a…
1 year, 4 months ago
AI Trade Acceleration Under Trump 11/06/24
The impact of a second Trump administration on the AI trade: less regulation, potentially more volatility, and the China threat could all mean faster…
1 year, 4 months ago
Defense Adoption of AI Technology 11/5/24
The focus for big tech this earnings season has been finding ways to monetize AI – and one use that’s emerged is the military. Shares of Palantir sur…
1 year, 4 months ago
AI Search Faces Election Test 11/4/24
As users search for election and voting information in new ways, generative AI startups may have the solution -- proving nimbler with less to lose th…
1 year, 4 months ago
Cloud Strength Justifies AI Spend 11/1/24
AI is the next catalyst for growth for the hyperscalers Amazon, Microsoft and Google – but whether it can offset spending is still unsettled. Alphabe…
1 year, 4 months ago
Apple’s AI Differentiation, Plus OpenAI Takes on Google Search 10/31/24
The market still hasn’t seen any examples of huge success in AI monetization for consumer-facing products, but Apple is differentiated in that its AI…
1 year, 5 months ago
TechCheck+ How OpenAI CEO Sam Altman's lobbying power tamed Washington 10/31/24
Come Election Day, the future of big tech won’t be decided by either presidential candidate. Instead, OpenAI co-founder and CEO Sam Altman has emerge…
1 year, 5 months ago
AI Helps Google’s Efficiency Push 10/30/24
Shares of Alphabet jumped after reporting a big Q3 beat, reporting strong growth in cloud, search and YouTube. But one number you might not have seen…
1 year, 5 months ago